-95.1%
ZNTL price history and return analytics
+65.7%
-160.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -3.9% |
| 7D | -12.0% | -1.1% | -10.9% | -10.1% |
| 30D | -18.2% | -1.0% | -17.2% | -16.5% |
| 3M | -0.3% | +3.2% | -3.4% | -6.0% |
| 6M | +18.6% | +12.5% | +6.1% | -5.7% |
| YTD | +160.0% | +14.1% | +145.9% | +103.6% |
| 1Y | +125.0% | +18.9% | +106.1% | +63.5% |
| 3Y | -85.9% | +74.1% | -160.0% | -94.8% |
| All | -95.1% | +65.7% | -160.8% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling